Gregory Elker is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MaPS Credit Union and Cuso Financial Services. He is a part owner of Koontz, Elker, and Associates, a financial services business. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Morgan Sund is a CFP® professional with 11 years of experience, currently advising at Mass Mutual Investors Services. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2014. Sund serves as a board member for the United Way of the Mid-Willamette Valley. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including money-manager and wrap accounts, with financial planning engagements structured as annual, collaborative relationships.

Ryan Darling is a financial advisor at Edward Jones in Keizer, OR, holding Series 63 and Series 65 designations with five years of industry experience. Prior to rejoining Edward Jones in 2021, he was involved with 529 Properties LLC and Smooth Moves LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Che Guerber Santana is a Financial Advisor with Merrill Lynch Wealth Management. He is dedicated to helping individuals and families preserve and grow their assets through personalized financial planning strategies. Che focuses on connecting clients to plans and processes that align with their unique ambitions, addressing goals such as education funding, retirement planning, healthcare cost coverage, and long-term family objectives. His client expertise encompasses family wealth management, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. Che is bilingual in English and Spanish, enabling him to serve a diverse client base with tailored financial solutions. Che earned a High School Diploma from Santana High School and an Associate's Degree from Grossmont College. His professional designation includes Personal Investment Advisor (PIA). Outside of work, he enjoys cooking, music, skiing, surfing, and watching movies.

Chad Wright is a financial advisor with LPL Financial in Salem, OR, holding a Series 66 license and four years of industry experience. His prior roles include positions at Ameriprise Financial Services, Bank of America, Merrill, and Wells Fargo Bank. Outside of his advisory work, he serves as an account servant for the North Albany Congregation of Jehovah’s Witnesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides diverse financial planning and investment management solutions through a large network of advisors and employs various model portfolios and third-party strategies.

William Anderson is a financial advisor with Ameriprise in Canby, Oregon, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of advising, he is involved in theatrical performances and public speaking through Operation: Magic and is a retired Chief Warrant Officer and helicopter pilot with the Oregon Army National Guard Reserves. Ameriprise offers retirement-income planning services tailored to clients approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and automated recommendations to support clients with significant investable assets, delivering personalized financial advice within a large institutional framework.

Kyle Abeln is a Series 66-licensed financial advisor with Edward Jones, based in McMinnville, Oregon. He has 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he owns an office rental business in Forest Grove, Oregon. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers various investment strategies, including both discretionary and non-discretionary fee-based solutions, supported by a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management.

Sean Glaede is a financial advisor with Wells Fargo Clearing in Keizer, OR, holding Series 63 and Series 65 licenses and has 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Erica New is a financial advisor with Wells Fargo Clearing in Salem, OR, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at Wells Fargo Advisors, LLC since 2019 and previously held roles at Wells Fargo Bank and First Citizens Bank. Outside of her advisory work, Erica teaches private yoga classes as an independent contractor. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Brian Van Hoy is a financial advisor with Fisher Investments who holds a Series 65 designation and has 15 years of industry experience. He has been with Fisher Investments since 2007. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment approach that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Connor Ratzlaff is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he held various positions including roles at The Allison Inn & Spa and George Fox University’s Hadlock Student Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income planning service that provides annual advice and written recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Brandon Eyre is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has a background that includes four years at Oregon State University and several years in education prior to his current role. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a written Recommendation Report and ongoing advice, utilizing a combination of internal research, third-party data, and algorithmic tools.

Robert Welle is a financial advisor with Ameriprise in Eugene, OR, holding a Series 63 designation and 42 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he manages day-to-day operations for BLLG LLC, a business he owns. Ameriprise offers a retirement-income planning service targeting clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ronnie Soto is a financial advisor with Cetera based in Salem, OR, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked with multiple firms including MUFG Union Bank N.A., U.S. Bancorp Investments, and Directions Wealth Management. Soto also owns an LLC established for tax purposes and sells fixed insurance products such as life, health, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, along with access to a variety of third-party money managers and customized investment strategies.

Grant Stewart is a financial advisor with Ameriprise in Dallas, OR, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Scott Mcgillivray is a Series 66–licensed financial advisor with 12 years of industry experience, currently affiliated with Cetera. He is the owner of Great Oak Advisors Inc, operating as Great Oak Financial, a financial services business based in Salem, OR. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with access to both affiliated and third-party money managers.

Connor Day is a financial advisor with Ameriprise in Salem, Oregon, holding a Series 66 designation and seven years of industry experience. Before joining Ameriprise, he worked at Costco Wholesale for four years. Outside of his advisory work, he is involved in operating a Christmas tree U-cut business on his property shared with neighbors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on retirement income planning using research, third-party data, and algorithmic tools to guide clients’ withdrawal strategies and asset allocation.

William Hill is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Ameriprise Financial Services, Inc. Hill is based in Salem, Oregon. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data to support tailored recommendations within a defined investment universe.

Devon Dunagan is a Series 66-licensed financial advisor with five years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has previously held roles at Columbia Bank, Cetera Investment Services, and Oregon State University. Dunagan also serves as a wealth advisor with Columbia Wealth Advisors in Salem, Oregon. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance activities through a unique advisor affiliation.

Kristin Meyer is a financial advisor with Edward Jones in McMinnville, Oregon, holding a Series 66 designation and four years of industry experience. She previously worked at PT Northwest for seven years before joining Edward Jones in 2022. Meyer is the founder of the Women's Investing Network, a collective that hosts monthly events to promote female business owners in her community. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports more than four million clients with a nationwide network of financial advisors and branch offices.